Client Support Associate

Posted 15 Days Ago
New York, NY
Junior
Fintech • Payments • Financial Services
Arch is a seed-stage fintech startup that digitizes and automates portfolio management for private investors.
The Role
As a Client Support Associate, you will assist clients with inquiries, troubleshoot issues, ensure satisfaction, and collaborate with teams to enhance user experience.
Summary Generated by Built In

Our Company

Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. 

Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch.

Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. 

We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.

Client Support Associate

As a Client Support Associate, you will be a key liaison between our users and our product, playing a pivotal role in delivering a seamless and supportive client experience. You will respond to inbound inquiries, solve user issues, share product expertise, and collaborate cross-functionally to enhance the overall user experience.

This is a great opportunity for someone who is enthusiastic about solving problems, eager to learn, and excited about working at the intersection of technology and finance.

In this role, you will: 

  • Perform in-depth troubleshooting to efficiently identify and resolve client inquiries via email and instant message, escalating to the Operations team when appropriate.

  • Provide an exceptional experience for clients through effective communication, proactive learning, and deepening relationships.

  • Ensure client satisfaction by taking ownership of inbound client inquiries, providing updates, and ensuring that all open items are resolved in a timely manner. 

  • Investigate user-reported issues and collaborate with our Engineering team to identify and resolve any bugs. 

  • Help create training and FAQ documentation, training materials, and internal documentation,  with the goal of making users more efficient and self-sufficient over time.

  • Proactively bring forward common customer friction points and ideas for improvement based on your experience.

Reach out to us if you:

  • Are a driven, positive, and proactive problem-solver with the ability to think on your feet while providing excellent customer service.

  • Have prior experience in a client-facing or support role, preferably in a B2B, fintech, SaaS, or startup setting.

  • Are an excellent communicator - both written and verbally - with the ability to explain complex topics in a clear and approachable way.

  • Feel a strong sense of pride and ownership in your work and always follow through to deliver results.

  • Thrive in a stimulating and fast-paced environment. 

  • Want to learn more about financial technology, investing, and alternative assets (previous exposure to private investments is a plus but not required).

A Note about us:

All of our roles are based full-time at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients.

We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace.

Some perks of working for Arch include:

  • Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.

  • Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.

  • Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.  

  • Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help.

  • Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).

  • Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.

Top Skills

Client Support Tools
Documentation Tools
Email
Instant Messaging
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The Company
New York, New York
100 Employees
On-site Workplace
Year Founded: 2018

What We Do

Arch solves many of the problems facing active alternative investors / LPs: collecting K-1s; logging into the various web portals; and tracking performance, cash flows, and metrics across their investments. We replace the spreadsheets, manual labor, and antiquated systems used by most investors, family offices, and investment advisors.

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